Bachelor of Arts, Economics, Boston College
Master of Business Administration, Babson College
Financial Measurement, Analysis and Decision Making
Recent Research and Professional Experience
Executive Vice President for Fidelity Investments
Led organization responsible for Fidelity’s workplace retirement savings offerings to higher education, healthcare, and other tax-exempt organizations. Also led 3500 person customer service operation and served as Chief Financial Officer for Fidelity’s defined contribution and institutional asset management businesses.
Previously worked in senior financial roles at Digital Equipment Corporation and General Electric Company.